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2025年第二季全球鋰離子電池供需趨勢
市場調查報告書
商品編碼
1786116

2025年第二季全球鋰離子電池供需趨勢

Global Lithium-Ion Battery Supply and Demand Update Q2 2025
出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2個工作天內

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簡介目錄

報告摘要

本報告分析了電動車和固定式儲能系統對鋰離子電池日益增長的需求，並基於700多家電池製造廠的數據，預測了2023年至2034年的全球供應量。本報告回顧了整個電池供應鏈的產能趨勢，涵蓋了電芯、正極、電解液和隔膜等電池組件的產能。報告也介紹了2025年第二季全球電池製造商的區域產能投資趨勢。

簡介目錄
Product Code: 150396749

Report Summary:

This report analyzes the increasing demand of lithium-ion battery in electric vehicles and energy stationary storage systems and forecasts global supply from 2023 out to 2034 based on over 700 battery manufacturing facilities. This report reviews manufacturing capacity trends through battery supply chain and covers the battery component capacity, such as cell, cathode, electrolyte, and separators. It also includes capacity investment dynamics of global battery manufactures by region in Q2 2025.